CN115544125A - Management method and device based on guest expansion stage circulation record and electronic equipment - Google Patents

Management method and device based on guest expansion stage circulation record and electronic equipment Download PDF

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CN115544125A
CN115544125A CN202211483558.0A CN202211483558A CN115544125A CN 115544125 A CN115544125 A CN 115544125A CN 202211483558 A CN202211483558 A CN 202211483558A CN 115544125 A CN115544125 A CN 115544125A
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relation chain
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CN115544125B (en
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马腾
陈恩泽
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Accumulus Technologies Tianjin Co Ltd
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Abstract

The invention provides a method and a device for managing circulation records based on a guest expansion phase and electronic equipment, wherein the method comprises the following steps: configuring a circulation relation chain group of the extension information; the client development information comprises: a plurality of sales subject stages and a binder for each sales subject stage, wherein other sales subject stages following a sales subject stage are subordinate sales subject stages thereof; the chain of circulation relationships includes: at least one stream transition relation chain, wherein a father node in each stream transition relation chain is a sale main body stage, and a child node is a lower-level sale main body stage of the sale main body stage; obtaining the customer-extension information of a user; generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information; and counting each child node under the target parent node in at least one stream transition relation chain to generate a statistical result set. In the invention, the linear circulation path of the guest-extending stage is configured, the relationship of the configured parent-child statistical nodes is determined, and the statistical efficiency is improved.

Description

Management method and device based on guest expansion stage circulation record and electronic equipment
Technical Field
The embodiment of the invention relates to the technical field of data processing, in particular to a management method and device based on a guest expansion stage circulation record and electronic equipment.
Background
In a complex marketing scene, each client goes through various stages in the process of handling business, and unexpected handover of sales binders occurs in each stage; for the maintenance of the binding relationship between a client and a sale and the change history of the state of each stage of the client, the prior art associates the binding relationship with the change history in different relational tables; in the conversion statistical requirements of the sales scene, the conversion quantity of each layer is used as the denominator of the next layer, then the conversion rate is counted in real time and returned to the business side, so that when the personnel are handed over, historical statistical data need to be cleaned again to refresh historical statistics, and the statistical efficiency is further influenced; and only the result query of the conversion rate of the first-line business personnel or the whole conversion rate statistics of the whole company dimension is met.
Disclosure of Invention
The embodiment of the invention provides a management method and device based on guest expansion stage flow records and electronic equipment, and aims to solve the problems that the existing method is slow in conversion statistical efficiency according to each layer and single in statistical dimension.
In order to solve the technical problem, the invention is realized as follows:
in a first aspect, an embodiment of the present invention provides a management method based on a guest expansion stage flow record, including:
configuring a circulation relation chain group of the extension information; the information of the client comprises: the system comprises a plurality of sale main body stages and a binder of each sale main body stage, wherein the sale main body stages are sequenced according to a time sequence, and other sale main body stages behind one sale main body stage are all subordinate sale main body stages thereof; the circulation relationship chain group includes: at least one stream transition relation chain, wherein a father node in each stream transition relation chain is a sale main body stage, and a child node is a lower-level sale main body stage of the sale main body stage;
obtaining the customer-extension information of a user;
generating at least one flow transfer relation chain of the customer information of the user according to the flow transfer relation chain group of the customer information;
and counting each child node under the target parent node in the at least one stream switching relation chain to generate a statistical result set.
Optionally, after generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information, the method further includes:
and converting the client rubbing information of the user into target data to be counted of the binding person in the sale subject stage, wherein the target data to be counted is used for generating a counting result set.
Optionally, the customer extension information further includes: sales subject type and binding time.
Optionally, the method further includes:
storing the client information of the user into a history snapshot according to at least one of the following items:
a sales subject type ID, a sales subject phase, a sales subject parent node, a binder of the sales subject phase, and a binding time.
Optionally, the sales subject type includes at least one of: a sales source sales body, a customer sales body, and a merchant sales body.
Optionally, the marketing subject phase includes at least one of: a source of sales phase, a customer phase, a business phase, an admission phase, a sign-up phase and a business phase.
Optionally, before performing statistics on each child node under the parent node in the at least one stream dependency chain and generating a statistical result set, the method further includes:
and setting a statistical authority for the father node in the stream-to-relation chain, wherein the statistical authority is used for limiting the number of target father nodes of the binding person in the sale subject stage.
In a second aspect, an embodiment of the present invention provides a management apparatus based on a guest expansion stage circulation record, including:
the configuration module is used for configuring a circulation relation chain group of the extension information; the information of the client comprises: the system comprises a plurality of sales main body stages and a binder of each sales main body stage, wherein the sales main body stages are sorted according to the time sequence, and other sales main body stages behind one sales main body stage are all subordinate sales main body stages thereof; the circulation relationship chain group includes: at least one stream transition relation chain, wherein a father node in each stream transition relation chain is a sale main body stage, and a child node is a lower-level sale main body stage of the sale main body stage;
the acquisition module is used for acquiring the client-extending information of the user;
the first processing module is used for generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information;
and the counting module is used for counting each child node under the target parent node in the at least one stream switching relation chain to generate a counting result set.
Optionally, the method further includes:
and the second processing module is used for converting the client-rubbing information of the user into target data to be counted of the binding person in the sale subject stage, and the target data to be counted is used for generating a counting result set.
Optionally, the tenant information further includes: sales subject type and binding time.
Optionally, the method further includes:
the storage module is used for storing the client-extension information of the user into the historical snapshot according to at least one of the following items:
the sales subject type ID, the sales subject stage, the sales subject parent node, the binder of the sales subject stage, and the binding time.
Optionally, the sales subject type includes at least one of: a sales source sales subject, a customer sales subject, and a merchant sales subject.
Optionally, the sales subject phase includes at least one of: a source of sales phase, a customer phase, a business phase, an admission phase, a sign-up phase and a business phase.
Optionally, the method further includes:
and the third processing module is used for setting a statistical authority for the father node in the stream-to-relation chain and limiting the number of the target father nodes of the binding persons in the sale main stage.
In a third aspect, an embodiment of the present invention provides an electronic device, which includes a processor, a memory, and a program or an instruction stored in the memory and executable on the processor, where the program or the instruction, when executed by the processor, implements the steps in the method for managing based on a guest phase flow record according to any one of the first aspect.
In a fourth aspect, an embodiment of the present invention provides a readable storage medium, where a program or an instruction is stored, and the program or the instruction, when executed by a processor, implements the steps in the management method based on the guest phase flow record according to any one of the first aspect.
In the invention, the relationship of configured parent-child statistical nodes is clarified by configuring a guest-extending stage linear circulation path, and the statistical result of each flow can be counted by directly reading configuration when the statistics is calculated; and the user can directly position the data in the range of the authority to be inquired when initiating the inquiry request, can quickly respond to the corresponding statistical result, reduce the problem of excessive resource consumption caused by real-time statistics and improve the statistical efficiency.
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Various other advantages and benefits will become apparent to those of ordinary skill in the art upon reading the following detailed description of the preferred embodiments. The drawings are only for purposes of illustrating the preferred embodiments and are not to be construed as limiting the invention. Also, like reference numerals are used to refer to like parts throughout the drawings. In the drawings:
fig. 1 is a flowchart of a management method based on a guest expansion phase flow record according to an embodiment of the present invention;
fig. 2 is a relational structure diagram of a management method based on a guest expansion phase flow record according to an embodiment of the present invention;
fig. 3 is a storage structure diagram of a management method based on a guest expansion phase flow record according to an embodiment of the present invention;
fig. 4 is a general flowchart of a management method based on a guest expansion phase flow record according to an embodiment of the present invention;
fig. 5 is a schematic structural diagram of a management apparatus based on a guest expansion phase flow record according to an embodiment of the present invention;
fig. 6 is a schematic structural diagram of an electronic device according to an embodiment of the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are some, not all, embodiments of the present invention. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Referring to fig. 1, an embodiment of the present invention provides a management method based on a guest expansion phase flow record, including:
step 11: configuring a circulation relation chain group of the extension information; the information of the client comprises: the system comprises a plurality of sales main body stages and a binder of each sales main body stage, wherein the sales main body stages are sorted according to the time sequence, and other sales main body stages behind one sales main body stage are all subordinate sales main body stages thereof; the circulation relationship chain group includes: at least one stream-to-relationship chain, wherein a father node in each stream-to-relationship chain is a lower-level selling main stage of the selling main stage, and a son node in each stream-to-relationship chain is a lower-level selling main stage of the selling main stage;
referring to fig. 2, in the embodiment of the present invention, the extension information is mainly divided into four categories, including: a selling subject type, a binding time, a selling subject stage and a binder of the selling subject stage; wherein the sales subject types include: a sales source sales body, a customer sales body and a merchant sales body; the sale subject stage includes: a source selling stage, a client stage, a business stage, an admission stage, a signing stage and a service stage; selling by the bound person; the binding time is the binding occurrence time of the sales subject and the binder; sequencing the plurality of sales subject stages according to the time sequence in the figure, wherein other sales subject stages after a sales subject stage are all lower-level sales subject stages; the circulation relationship chain group comprises: at least one stream-to-relationship chain, wherein the father node in each stream-to-relationship chain is one of the sales main body phases, the child nodes are the subordinate sales main body phases of the sales main body phases, namely the sales source phase is the father node of the customer phase, the customer phase is the father node of the business phase, and so on.
The type of the selling subject is continuously progressive, namely the selling subject of the selling source is converted into a selling subject of the customer, and the selling subject of the customer is converted into a selling subject of the merchant and is irreversible; the sale subject stage is also continuously progressive, and the sequence is as follows: the method comprises a selling source stage, a client stage, a business stage, an admission stage, a signing stage and a service stage, wherein the selling main stage is also irreversible;
the relationship of sales subject type to sales subject stage is: the sales source sales body includes only the sales source stage, and the customer sales body includes: customer stage and merchant stage, merchant sales subject includes: admission phase, signing phase and service phase; the sale main stage and the binding persons can be in a one-to-many relationship, namely, one sale main body has a plurality of binding persons in the sale main stage; the selling subject phase may also be unbound, i.e., the selling subject phase does not have any affiliates.
Step 12: acquiring the customer service information of a user;
in the embodiment of the invention, the unified extension information flow change notification entrance effectively records the operation when the change of each sales subject stage or the change of the binding person is carried out.
Step 13: generating at least one flow transfer relation chain of the customer information of the user according to the flow transfer relation chain group of the customer information;
in the embodiment of the present invention, at least one flow conversion relation chain of the user's extension information as shown in fig. 2 is generated according to matching between the extension information uploaded by the user and the configured flow conversion relation chain group of the extension information; wherein the sales subject types include: a sales source sales body, a customer sales body and a merchant sales body; the sale subject stage includes: a source selling stage, a client stage, a business stage, an admission stage, a signing stage and a service stage; binding times include, but are not limited to including: period 1 to period 5; the binding persons in the sale subject stage include but are not limited to the followings: a binder A, a binder B and a binder C.
In the embodiment of the present invention, please refer to fig. 3, and the tenant information of the user is stored in the history snapshot according to at least one of the following items: the method comprises the steps of selling a subject type ID, selling a subject stage, selling a subject father node, and binding person and binding time of the selling subject stage; in the history snapshot, when a plurality of bound persons are bound at one time, a plurality of rows of records are stored, and when no bound person exists, the bound person field is empty.
Step 14: and counting each child node under the target parent node in the at least one stream switching relation chain to generate a statistical result set.
In the embodiment of the invention, data in at least one stream switching relation chain is analyzed and aggregated according to statistical dimension configuration in a daily timing task mode to form various statistical results, and a statistical result set is converged into a final current day statistical result snapshot to generate a statistical result set; and storing the snapshot of the timing statistical result into a persistent database by using a field storage model with spread statistical dimensions.
In the embodiment of the invention, the linear circulation path of the client-extending stage is configured, the relationship of configured parent-child statistical nodes is clarified, and the statistical result of each flow can be counted by directly reading the configuration when the statistics is calculated; and the user can directly position the data in the range of the authority to be queried when initiating the query request, the corresponding statistical result can be quickly responded, the problem of excessive resource consumption caused by real-time statistics is reduced, and the statistical efficiency is improved.
In this embodiment of the present invention, optionally, after generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information, the method further includes:
and converting the client rubbing information of the user into target data to be counted of the binding person in the sale subject stage, wherein the target data to be counted is used for generating a counting result set.
In the embodiment of the invention, the customer extension information of the user is converted into target data to be counted of a binding person in a sale subject stage, for example, the target data to be counted is the customer conversion rate; the number of customers per sales source = number of customers; the relation of configured parent-child statistical nodes is clarified, and when the statistics is started, the configuration can be directly read and the conversion rate result of each process can be counted.
In this embodiment of the present invention, optionally, before performing statistics on each child node under the parent node in the at least one stream dependency chain and generating a statistical result set, the method further includes:
and setting a statistical authority for the father node in the stream-to-relation chain, wherein the statistical authority is used for limiting the number of target father nodes of the binding person in the sale subject stage.
In the embodiment of the invention, after the binding record data of the sale subject stage is generated, the authority range is set by converting the statistics; for example: one person can only see the data of three persons, namely the transformation funnel can only see the statistical result of all the data of the three persons.
In the embodiment of the invention, the data range of the sales main body corresponding to the visible person of the user is determined according to the query data ranges of different users, the snapshot result of the persistent day dimension is used for replacing real-time statistics according to the data in the data range, the user can directly position the data in the range of the authority to be queried when initiating the query request, the corresponding statistical result can be quickly responded, and the problem of excessive resource consumption caused by real-time statistics is reduced.
Referring to fig. 4, the process of the user specifically performing statistics is as follows:
inquiring all user information in the system, namely acquiring the customer service information of the user;
carrying out data layering according to the user role information; the user role information is the extension information;
aggregating different sales subject information according to different layers; generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information; traversing all users, carrying out hierarchical processing according to a sale main stage, from a sale source stage, screening out data of a first-layer sale source stage, then aggregating sales source IDs, finding out data of a corresponding 2 nd-layer client stage, then aggregating client IDs, finding out IDs of a 3 rd-layer business opportunity stage, then aggregating business opportunity IDs, and so on;
taking the sales subject information as a conversion statistic query condition; converting the customer information of the user into target data to be counted of the binding person in the sale subject stage;
finding a child node data set according to the father node data set;
recording the total counting result, finding a child node data set according to the father node data set again, and carrying out layer-by-layer counting;
summarizing an integral statistical result set of the batch; each child node under a target parent node in the at least one stream transition relation chain is counted to generate a statistical result set;
persisting the statistical result; namely, a field storage model with spread statistical dimensions is used for storing the snapshot of the timing statistical result into a persistent database.
In the embodiment of the invention, the data range of the sales main body corresponding to the visible person of the user is determined according to the query data ranges of different users, the snapshot result of the persistent day dimension is used for replacing real-time statistics according to the data in the data range, the user can directly position the data in the range of the authority to be queried when initiating the query request, the corresponding statistical result can be quickly responded, and the problem of excessive resource consumption caused by real-time statistics is reduced.
Referring to fig. 5, an embodiment of the present invention provides a management apparatus based on a guest expansion phase flow record, including:
a configuration module 51, configured to configure a circulation relationship chain group of the tenant extension information; the information of the client comprises: the system comprises a plurality of sales main body stages and a binder of each sales main body stage, wherein the sales main body stages are sorted according to the time sequence, and other sales main body stages behind one sales main body stage are all subordinate sales main body stages thereof; the circulation relationship chain group comprises: at least one stream-to-relationship chain, wherein a father node in each stream-to-relationship chain is a lower-level selling main stage of the selling main stage, and a son node in each stream-to-relationship chain is a lower-level selling main stage of the selling main stage;
the obtaining module 52 is configured to obtain the customer service information of the user;
the first processing module 53 is configured to generate at least one flow conversion relation chain of the tenant information of the user according to the flow conversion relation chain group of the tenant information;
and the statistical module 54 is configured to perform statistics on each child node under the target parent node in the at least one stream transition relation chain to generate a statistical result set.
In the embodiment of the present invention, optionally, the method further includes:
and the second processing module is used for converting the customer extension information of the user into target data to be counted of the binding person in the sales subject stage, and the target data to be counted is used for generating a statistical result set.
In this embodiment of the present invention, optionally, the client extension information further includes: sales subject type and binding time.
In the embodiment of the present invention, optionally, the method further includes:
the storage module is used for storing the client-extension information of the user into the historical snapshot according to at least one of the following items:
a sales subject type ID, a sales subject phase, a sales subject parent node, a binder of the sales subject phase, and a binding time.
In an embodiment of the present invention, optionally, the sales subject type includes at least one of the following: a sales source sales body, a customer sales body, and a merchant sales body.
In the embodiment of the present invention, optionally, the selling main stage includes at least one of the following: a source of sale phase, a customer phase, a business opportunity phase, an admission phase, a sign-up phase, and a traffic phase.
In the embodiment of the present invention, optionally, the method further includes:
and the third processing module is used for setting a statistical authority for the father node in the stream-to-relation chain and limiting the number of the target father nodes of the binding persons in the sale main stage.
The management device based on the tenant expansion phase flow record provided by the embodiment of the present invention can implement each process implemented by the method embodiment of fig. 1, and achieve the same technical effect, and is not described here again to avoid repetition.
Referring to fig. 6, fig. 6 is a schematic block diagram of an electronic device 60 according to an embodiment of the present invention, and the electronic device 60 includes a processor 61, a memory 62, and a program or an instruction stored in the memory 62 and executable on the processor 61, where the program or the instruction, when executed by the processor, implements steps in any management method based on the guest phase flow record according to the present invention.
An embodiment of the present invention provides a readable storage medium, where a program or an instruction is stored, and when the program or the instruction is executed by a processor, the program or the instruction implements each process of any one of the above embodiments of a management method based on guest expansion phase flow record, and can achieve the same technical effect, and in order to avoid repetition, the detailed description is omitted here.
Computer-readable media, which include both non-transitory and non-transitory, removable and non-removable media, may implement the information storage by any method or technology. The information may be computer readable instructions, data structures, modules of a program, or other data. Examples of computer storage media include, but are not limited to, phase change memory (PRAM), static Random Access Memory (SRAM), dynamic Random Access Memory (DRAM), other types of Random Access Memory (RAM), read Only Memory (ROM), electrically Erasable Programmable Read Only Memory (EEPROM), flash memory or other memory technology, compact disc read only memory (CD-ROM), digital Versatile Disks (DVD) or other optical storage, magnetic cassettes, magnetic tape magnetic disk storage or other magnetic storage devices, or any other non-transmission medium, which can be used to store information that can be accessed by a computing device. As defined herein, a computer readable medium does not include a transitory computer readable medium such as a modulated data signal and a carrier wave.
It should be noted that, in this document, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus. Without further limitation, an element defined by the phrases "comprising a component of' 8230; \8230;" does not exclude the presence of another like element in a process, method, article, or apparatus that comprises the element.
The above-mentioned serial numbers of the embodiments of the present invention are merely for description and do not represent the merits of the embodiments.
Through the description of the foregoing embodiments, it is clear to those skilled in the art that the method of the foregoing embodiments may be implemented by software plus a necessary general hardware platform, and certainly may also be implemented by hardware, but in many cases, the former is a better implementation. Based on such understanding, the technical solutions of the present application may be embodied in the form of a software product, which is stored in a storage medium (such as ROM/RAM, magnetic disk, optical disk) and includes instructions for enabling a service classification device (such as a mobile phone, a computer, a server, an air conditioner, or a network device) to execute the method according to the embodiments of the present application.
The foregoing is only a preferred embodiment of the present application and it should be noted that those skilled in the art can make several improvements and modifications without departing from the principle of the present application, and these improvements and modifications should also be considered as the protection scope of the present application.

Claims (10)

1. A management method based on a guest-expanding stage circulation record is characterized by comprising the following steps:
configuring a circulation relation chain group of the extension information; the customer expansion information comprises: the system comprises a plurality of sales main body stages and a binder of each sales main body stage, wherein the sales main body stages are sorted according to the time sequence, and other sales main body stages behind one sales main body stage are all subordinate sales main body stages thereof; the circulation relationship chain group comprises: at least one stream-to-relationship chain, wherein a father node in each stream-to-relationship chain is a lower-level selling main stage of the selling main stage, and a son node in each stream-to-relationship chain is a lower-level selling main stage of the selling main stage;
acquiring the customer service information of a user;
generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information;
and counting each child node under the target parent node in the at least one stream transition relation chain to generate a statistical result set.
2. The method for managing a Turboard stage flow record according to claim 1, wherein after generating at least one flow relation chain of the Turboard information of the user according to the flow relation chain group of the Turboard information, the method further comprises:
and converting the client rubbing information of the user into target data to be counted of the binding person in the sale subject stage, wherein the target data to be counted is used for generating a counting result set.
3. The topographer stage flow record-based management method of claim 1,
the client expansion information further comprises: sales subject type and binding time.
4. The method for managing based on the tenant staging record as claimed in claim 3, further comprising:
storing the client information of the user into a history snapshot according to at least one of the following items:
the sales subject type ID, the sales subject stage, the sales subject parent node, the binder of the sales subject stage, and the binding time.
5. The method of claim 3, wherein the step of managing the flow records comprises,
the sales subject type includes at least one of: a sales source sales subject, a customer sales subject, and a merchant sales subject.
6. The method for topology stage flow records based management according to claim 4,
the sales body stage includes at least one of: a source of sales phase, a customer phase, a business phase, an admission phase, a sign-up phase and a business phase.
7. The method for topology stage flow records based management according to claim 1, wherein before counting each child node under a parent node in the at least one flow relationship chain and generating a statistical result set, the method further comprises:
and setting a statistical authority for the father node in the stream-to-relation chain, wherein the statistical authority is used for limiting the number of target father nodes of the binding person in the sale subject stage.
8. A management device based on a guest expansion stage circulation record is characterized by comprising:
the configuration module is used for configuring a circulation relation chain group of the extension information; the information of the client comprises: the system comprises a plurality of sale main body stages and a binder of each sale main body stage, wherein the sale main body stages are sequenced according to a time sequence, and other sale main body stages behind one sale main body stage are all subordinate sale main body stages thereof; the circulation relationship chain group comprises: at least one stream transition relation chain, wherein a father node in each stream transition relation chain is a sale main body stage, and a child node is a lower-level sale main body stage of the sale main body stage;
the acquisition module is used for acquiring the client-extending information of the user;
the first processing module is used for generating at least one flow conversion relation chain of the client information of the user according to the flow conversion relation chain group of the client information;
and the counting module is used for counting each child node under the target parent node in the at least one stream switching relation chain to generate a counting result set.
9. An electronic device, characterized in that: comprising a processor, a memory and a program or instructions stored on the memory and executable on the processor, which program or instructions, when executed by the processor, implement the steps in the topographer phase flow record-based management method according to any of claims 1 to 7.
10. A readable storage medium, characterized by: the readable storage medium stores thereon a program or instructions which, when executed by a processor, implement the steps in the topographer phase flow record-based management method of any of claims 1 to 7.
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